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Find answers faster: Help Center navigation

Purpose: This article explains how to sign in, navigate, search, and browse the DrFirst Help Center.
Audience: All Help Center users.

The DrFirst Help Center contains informative articles, videos, and guides covering all DrFirst services. Public articles show by default and you must sign in to view all articles. 

Note: As part of a recent update, you must sign in to:

  • View customer-facing product articles
  • Submit a support request or start a live chat
  • View your existing and resolved support tickets, including tickets your colleagues submitted

Get started with the Help Center

Sign in, use the menu bar, and get oriented in the DrFirst Help Center.

Overview

The DrFirst Help Center contains articles, videos, and guides covering all DrFirst services. The Help Center shows public articles by default. Sign in for full access to product articles, support requests, and your support tickets.

Sign in for full access

Click Sign in in the upper right-hand corner of the page and enter your email and password.

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Help center Sign in button
Help Center menu bar

The top of the Help Center contains links to:

  • Return home using the DrFirst Unite the Healthiverse logo
  • Use the Sign in link to view your requests and all available articles

Use the search bar below the menu to find articles and other content.

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Help Center Search bar

Help Center structure and navigation

The DrFirst Help Center organizes content to match how you work, so you can find what you need quickly.

Categories

The Help Center organizes content into categories, then by product family:

  • Get Started: Step-by-step walkthroughs for new users and features
  • User Guides: Task or workflow specific instructions (for example, "How to Order Hard Tokens")
  • Videos: Visual examples of DrFirst services
  • Support Hub: Technical requirements, security protocols, and Help Center navigation
  • Release Notes: Updates on new releases for DrFirst services
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Help Center categories
Nested article structure

Within each category, articles are organized in a nested structure:

  • Categories (broad topics, like "Get Started" or "Videos")
  • Sections (service-specific groupings)
  • Folders (sub-groupings, only where needed)
  • Individual articles (specific topics)
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Help Center nested article structure example

This structure lets you explore a topic step by step, or jump straight to the article you need.

Pro tip - Breadcrumbs

The article path, also known as breadcrumbs, appears at the top of each article. Example: "DrFirst > Support Hub > Help Center Guide."

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Breadcrumbs: DrFirst > Support Hub > Help Center Guide

Breadcrumbs:

  • Show where you are in the Help Center structure
  • Let you jump to broader topic sections
  • Give you context for the article

If an article doesn't fully answer your question, click a breadcrumb to view all articles in that section.

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Breadcrumbs
Browse the Help Center

Browsing works well when you're exploring a new area or don't know the exact terminology.

  1. Go to the Help Center homepage (help.drfirst.com)
  2. Choose a format (User Guides, Videos, etc.)

    Help Center Videos category
  3. Select the section for your product or service (for example, "EPCS" or "E-Prescribing Desktop")
  4. Select the article that best matches your question

Browsing works best when you're learning a new product, exploring what's possible with a tool, or when your search returns too many unrelated results.

Search the Help Center

Help.drfirst.com uses search in two modes.

Instant search

As you type in the search bar, matching article titles appear in a dropdown. Instant search:

  • Matches article titles as you type
  • Shows common results immediately; click enter for a full list
  • Narrows results as you add characters

Select a result to go directly to that article.

Example search
Native search

Press Enter, or click Search, to run a full search of article content, not just titles. Native search:

  • Searches titles and body content
  • Returns a results page with multiple matches
  • Lets you filter results
search results filter options
Filter search results
Search tips

Use specific terms. Search "EPCS authentication failed" instead of "prescribing errors."

Use product terminology. Search "two-factor authentication" instead of "security code," or "COV process" instead of "changing vendors."

Start broad, then narrow. Begin with 1–2 keywords, then add terms if results are too general: "prescribing" → "prescribing controlled substances" → "prescribing controlled substances iPad."

Common abbreviations: EPCS, COA (Credential Office Administrator), OTP (One-Time PIN), IDP (Identity Proofing), COV (Change of Vendor)

Common search mistakes

Avoid vague terms like "not working" or "error" — they return too many results. Use specific terms instead, like "InfinID authentication timeout."

Avoid full sentences like "How do I set up EPCS for a new prescriber?" Use keywords instead, like "EPCS setup new prescriber."

If your first search doesn't work, try synonyms or related terms — for example, "two-factor authentication," "2FA," and "security code."

This article does not cover following articles and sections for update notifications, or troubleshooting when you can't find an answer. See: Follow Help Center articles and sections and DrFirst Help Center search troubleshooting

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